Filed April 20, 2009
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $184,335 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $27,032 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,736 | $91,372-6.2% | $129,995-34.0% | $74,419+15.2% |
| Participation rate | 98.4% | 77.8%+20.6pp | 78.5%+19.9pp | 70.7%+27.7pp |
| Annual return | 16.20% | 23.21%-7.0pp | -137.18%+153.4pp | 34.38%-18.2pp |
| Employer contribution / active EE | $3,537 | $2,563+38.0% | $4,320-18.1% | $2,637+34.1% |
| Participant deferral / active EE | $6,747 | $4,721+42.9% | $5,820+15.9% | $4,528+49.0% |
| Admin fee / account holder | $189 | $283-33.3% | $10,614-98.2% | $348-45.6% |